Institutional Ownership Jpmorgan Chase & CO Alerian Ml (AMJ)
This table provides information about the institutional ownership of Jpmorgan Chase & CO Alerian Ml (AMJ). We have compiled data on the 178 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
84,328,159
shares
|
$2.39 Billion
0.22% of portfolio
|
Q1 2024
Added 5.63%
|
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
6,037,347
shares
|
$171 Million
0.34% of portfolio
|
Q1 2024
Reduced 18.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
885,990
shares
|
$25.1 Million
0.01% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
858,516
shares
|
$24.3 Million
0.1% of portfolio
|
Q1 2024
Added 11.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
835,589
shares
|
$23.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.95%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
604,365
shares
|
$17.1 Million
0.04% of portfolio
|
Q1 2024
Added 3.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
573,202
shares
|
$16.2 Million
0.19% of portfolio
|
Q1 2024
Added 12.26%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 09, 2024 Q1 2024 |
476,265
shares
|
$13.5 Million
1.38% of portfolio
|
Q1 2024
Reduced 5.95%
|
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
438,311
shares
|
$12.4 Million
2.03% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
403,453
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 17.59%
|
|
|
Norden Group LLC
Provo, UT |
Apr 19, 2024 Q1 2024 |
401,890
shares
|
$11.4 Million
0.78% of portfolio
|
Q1 2024
Added 921.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
314,309
shares
|
$8.89 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 09, 2024 Q1 2024 |
294,663
shares
|
$8.34 Million
1.75% of portfolio
|
Q1 2024
Reduced 9.44%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
249,418
shares
|
$7.06 Million
1.58% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 03, 2024 Q1 2024 |
249,418
shares
|
$7.06 Million
1.58% of portfolio
|
Q1 2024
Reduced 3.63%
|
|
|
Virtu Financial LLC
New York, NY |
May 20, 2024 Q1 2024 |
230,694
shares
|
$6.53 Million
0.5% of portfolio
|
Q1 2024
Added 62.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
202,764
shares
|
$5.74 Million
0.0% of portfolio
|
Q1 2024
Added 90.36%
|
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
198,373
shares
|
$5.61 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
182,576
shares
|
$5.17 Million
0.01% of portfolio
|
Q3 2023
Reduced 12.08%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
160,619
shares
|
$4.55 Million
0.01% of portfolio
|
Q1 2024
Added 7.48%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Apr 18, 2024 Q1 2024 |
148,382
shares
|
$4.2 Million
2.92% of portfolio
|
Q1 2024
Added 8.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
139,957
shares
|
$3.96 Million
0.05% of portfolio
|
Q1 2024
Added 10.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
116,012
shares
|
$3.28 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Apr 30, 2024 Q1 2024 |
109,137
shares
|
$3.09 Million
0.76% of portfolio
|
Q1 2024
Added 250.65%
|
|
|
Lake Street Financial LLC
|
Apr 19, 2024 Q1 2024 |
108,860
shares
|
$3.08 Million
0.43% of portfolio
|
Q1 2024
Reduced 1.09%
|
|